1315Y Ffordd Gymreig – The Welsh Way
Nigel Annett, Trustee, CFiW
Welsh Water is one of the UK’s largest social enterprises. Since 2001 it has been owned by not-for-profit Glas Cymru or Welsh Water’s customers, both today’s customers and just as importantly future generations. Nigel will talk about how this very different way of providing an essential public service has informed and changed attitudes with the result that Welsh Water’s customers – especially Welsh Water’s least well-off customers – have benefited in many different ways.

1340The Future of Doing GoodDr Victoria Winckler, Director, Bevan FoundationBig changes in the third sector, private sector and state are underway in Wales as elsewhere. This brings challenges for philanthropy, charities, regulators and as well as for those who rely on charity and public services. This thought-provoking session will help set the scene for the rest of the conference.

1405Panel Discussion – Community Foundations in the FuturePanel: John Nickson philanthropy campaigner and author, Nigel Annett, Victoria Winckler and others. Chaired by Gaenor HowellsHear from experts who have worked closely with Community Foundations about where they think the network should go in the future and what we need to differently in order to better support our local communities.

1455 Refreshments and networking

1530Shouting Aloud!
An inspirational address by Tim Rhys Evans MBE, founder of The Aloud Charity.
Tim will talk about his early life and career, the international success of Only Men Aloud and consequently his motivation for setting up the Aloud Charity. Tim’s passion for choral singing has meant Aloud has become so much more than just a choir.

1620Chair’s Summary

1630Day 1 close

1900Conference Dinner
Cardiff City Hall
Meet the new Chief Executive of CFiW and hear the Only Boys Aloud choir

Wednesday 13 September

Day sponsor:

0815 Registration opensRoyal Welsh College of Music & Drama

0900Opening Remarks
Gaenor Howells, Conference Chair

0905UKCF Honorary President’s Greeting
Baroness Usha Prashar CBE DL

0915Making the Case for CFs
Clotilde Perez-Bode Dedecker, President/ CEO, CF for Greater Buffalo
Community Foundations offer a unique platform for collaborative community solutions. The transformational potential of this unique philanthropic hub is a powerful asset for communities around the globe.

0950Adapt to Survive? The future for small and local charities and those who fund them
Paul Streets OBE, CEO, Lloyds Bank Foundation

1025 Refreshments and Networking

WORKSHOP KEY:

AALL

CCEOs

DDEVELOPMENT STAFF

FFINANCE

GGRANT MAKERS

MCOMMUNICATIONS

TTRUSTEES

1100Concurrent Sessions 1Choose 1 from 10

1ACDMDigital Innovation
The world in 2025 will look drastically different to the one we live in now. How are Community Foundations going to keep up with that change? How do we make the best use of digital technology in how we organise resources, analyse data and connect to communities and donors.Presenter: Anni Rowland Campbell, Intersticia Foundation

1BCTDGCommunity Leadership – CFs at the heart of local partnerships
Join Devon Community Foundation and their partners along with Leeds Community Foundation to find out about their work with health partners, focusing on early intervention and prevention.Presenters: Martha Wilkinson, CEO, Devon Community Foundation; Jo Yelland, Director, Exeter City Council; Simon Chant, Head of Public Health Intelligence, Devon County Council; Pip Goff, Leeds CF

1CCTFMaking Ends Meet
It’s an ongoing challenge for Community Foundations to meet core costs and financially plan for the long term. This workshop will report on the findings of the UKCF sustainability task force.Presenter: Rosemary Macdonald, Wiltshire CF

1DGCDDoes Your Giving Match Your Need?
Are you confident that your CF’s grant- making matches the needs of your communities? This workshop will help identify where there are mis-matches and how to tackle them.Presenters: Tobias Jung, University of St Andrews; Emma Bolger, Calderdale CF; Community Foundations of Canada

1EALatest Advice on Charity Fundraising
The landscape of charity fundraising is drastically changing. New ICO guidance means that CFs need to reflect and change some working practices. This workshop will analyse the latest advice and what it means for CFs.Presenter: Giselle Davies, Geldards

1FGImpact Measurement – Collecting Data
Collecting data is an area where we all struggle. Hear from the experts on how to improve data collection to measure your impact.Presenters: Rachel McGrath, Northamptonshire CF; James Magowan, ACF

1GDProfessional Adviser Masterclass
Suffolk Community Foundation have a successful programme of work targeting professional advisers. Hear top tips on what they’ve got right.Presenter: Stephen Singleton, Suffolk CF

1HGMWorking Inclusively in Communities
Reaching everyone in a local community is often a challenge. Hear from Foundation Scotland who have successfully engaged with the most remote communities.Presenters: Kirsty Neale and Iain Catto, Foundation Scotland

1JDCMTDriving Your Charitable Mission through Your Investing
As a Community Foundation you are at the forefront of driving positive social change in your local communities through your activities and grants, but what about your endowment? In this session, Barclays will share how leading charities and foundations are aligning, and now driving, their mission with their investments.Presenters: Yogita Patel and Ian Chesham, Barclays Wealth and Investment Management

1KCDTBuilding Endowment Through Trust Transfers
Come along and find out the latest data we have on dormant and ineffective trusts and our plans to develop this initiative. Find out what we have been doing with Local Authorities and how with the support of the Charity Commission we are building local Community Funds.Presenter: Toni Shaw, Fabbricini

1300 Buffet Lunch

WORKSHOP KEY:

AALL

CCEOs

DDEVELOPMENT STAFF

FFINANCE

GGRANT MAKERS

MCOMMUNICATIONS

TTRUSTEES

1400Concurrent Sessions 2Choose 1 from 10

2AGThe Future of Digits
What do you want Digits to deliver in the future? Share your views and help shape the next stage of monitoring impact.Presenters: Stephen McKenzie, Essex CF; Scott Walker, Devon CF

2BFCharity Finance Update
A topical session updating on current financial issues in the sector, including fundraising regulation, the Common Reporting Standard and lessons learned from the implementation of the new SORP.’Presenter: Steve Harper, Hays MacIntyre

2CTCThe Role of a Community Foundation Trustee
The role of a charity trustee is more demanding than ever before. New rules mean you are even more responsible for how your Foundation is governed and run. Hear about the new guidelines and from Chairs and CEOs on how to make it work.Presenters: John Adams, Wiltshire CF; Victoria Miles, Northamptonshire CF

2DMCDSell Your Brand
You’ve got a good brand but do you know how to sell it? Learn from a top marketing guru on how to promote your Community Foundation effectively to your target audiences.Presenter: Matt Forster, Gardiner Richardson

2EAHow Do Community Foundations Respond to Emerging Social Issues
Brexit has had an impact on community cohesion. Migration has posed a challenge to local communities. How can Community Foundations best adapt to our changing society? Hear from Oxfordshire CF on communities post-Brexit and from CF Northern Ireland on their role in the peace process.Presenters: Jayne Woodley, Oxfordshire CF; Andrew McCracken, CF Northern Ireland

2FFCTEthical and Responsible Investing: Key challenges and how this can work in practice
Mission-Related Investment? Disinvest to avoid, or stay invested to influence change? This session aims to draw on the key methods and trends we see in the market today, to highlight why investment managers should maintain high standards of corporate governance, and how this can be implemented to benefit charity investors.Presenters: Richard Macey (Director of Charities), Rupert Krefting (Head of Corporate Finance & Stewardship), Richard Hughes (Director of Equities), M&G Investments

2GGCTBetter and Open Data
Should we publish all our grant-making online? Hear from the experts on how being open and transparent can lead to better grant-making.Presenters: Fran & Will Perrin, 360 Giving

2HAExclusive Launch of the New Philanthropy Framework
Hear about the revised philanthropy framework, see what’s changed and how to apply it in your foundation.Presenter: Jon Goodwin, CF Tyne & Wear and Northumberland

2JATheory of Change Somerset
CF’s theory of change has given them a clearer focus when it comes to their mission, purpose and role in the community. This workshop will show you what they did, how they did it and what di erence it has made.Presenter: Justin Sargent, Somerset CF; Jan Garrill, Two Ridings CF

2KFVAT: A Practical Guide
A practical guide to some of the issues facing Community Foundations and other charities. This will be a practical session aimed at those with day to day responsibility for finance and accounting designed to highlight some of the practical issues facing charities and NFP organisations and to offer potential solutions.Presenter: Geraint Lewis, Kingston Smith

1530 Refreshments and Networking

1605UKCF Update
Fabian French, CEO, UKCF
Hear about the latest news and developments at UKCF and how they are working to support the network of Community Foundations

1630Digital Solutions to Community Issues
Anni Rowland-Campbell, Intersticia Foundation
Everyone is talking about digital and data; organisations being ‘digitally transformed.’ But what does this actually mean? For the organisations and for you as a leader and manager? We will take a tour of the digital world and explore what this means for communities and the issues they face, but most of all for the people and organisations working together to help them.

1655Chair’s Summary

1700Day 2 closes

1900Conference Dinner
Principality StadiumGuest Speaker: Professor Laura McAllister CBE, former Wales women’s national football team captain and Professor of Public Policy and Governance of Wales at Cardiff University

Entertainment will be provided by students from the Royal Welsh College of Music & Drama

Thursday 14 September

0815 Registration opens
Royal Welsh College of Music & Drama

WORKSHOP KEY:

AALL

CCEOs

DDEVELOPMENT STAFF

FFINANCE

GGRANT MAKERS

MCOMMUNICATIONS

TTRUSTEES

0845Concurrent Sessions 3Choose 1 from 7

3AAInfluencing Policy
As leaders in their communities, it’s right that CFs should be thought leaders, commenting on issues of the day, suggesting policy ideas and changes. How do we do that best together as a network?Presenter: Kiran Ramchandani, UKCF

3BFCTOptimising Returns – the role of passive investing in active management
The Active vs Passive debate is heating up but why should it be one or the other? Join Brewin Dolphin as they discuss the role of passive investing in the active management of foundation funds, how this can optimise your returns and what the questions investors should be asking.Presenters: David Myrddin-Evans, Divisional Director (Charities) Wales and Paul Cattermull, Divisional Director (Charities) London, Brewin Dolphin

3CCDGBuilding Local Partnerships
A Community Foundation works best at the heart of its community. This means developing strong relationships with partners such as the local authority and others. This is particularly important in times of crisis where the CF steps in to help.Presenter: Andrew Beeforth, Cumbria CF

3DCTDFund Development Masterclass
This exclusive masterclass is targeted at senior fund development professionals who are asking for major gifts.Presenter: John Nickson, UKCF Board Member, philanthropy campaigner and author of ‘Our Common Good’

3ECTFIncome At Any Price?
In this session, Ruffer will revisit the assumptions of the traditional ‘balanced mandate’. In a world of distorted interest rates and asset prices, protecting capital and producing strong income levels may longer be mutually compatible.Presenters: Christopher Querée (Investment Director and Head of Charities) and Marnoch Aston (Research Director), Ruffer

3FDGMLegacies
Find out more about UKCF’s national campaign to promote legacies and engage professional advisers.Presenters: Dr Claire Routley, Legacy Fundraising; Jess Luong and Elly Gammie, UKCF

3GANavigating New Regulation and Staying Sane
Fundraising Regulation and the new Data Protection law have been much in the news in the charity sector over the last two years. The session will cover practical steps that Community Foundations need to take in order to be compliant with the law and to carry on fundraising successfully.Presenter: Adrian Beney, More Foundation

1005 Refreshments and Networking

1040View from the Chair
David Sheepshanks CBE DL, Chair, UKCF
David will reflect on the importance of Community Foundations in the current climate and the ways in
which the contribution of CFs can be even greater in future though a focus on leadership.

1055Panel Session – What will the fundraising landscape look like for CFs in 2020Panel: Caroline Mason CBE, Esmée Fairbairn Foundation; Dawn Austwick, Big Lottery Fund; Sir Thomas Hughes-Hallett DL, Marshall Institute for Philanthropy and Social Entrepreneurship.
Chaired by Rob Williamson, CF Tyne & Wear and Northumberland.
The funding landscape for public services and the voluntary sector remains uncertain. Is this likely to change in the next few years? What can we do to ensure we are financially fit for the future.